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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,578,824 | $1,007,756+155.9% | $1,007,756+155.9% | $418,949+515.5% |
| Participation rate | 100.0% | 45.5%+54.5pp | 41.7%+58.3pp | 35.7%+64.3pp |
| Annual return | 19.75% | 6.04%+13.7pp | 6.09%+13.7pp | 15.19%+4.6pp |
| Employer contribution / active EE | $0 | $38,393-100.0% | $37,712-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $86-100.0% |
| Admin fee / account holder | $24,997 | $29,176-14.3% | $29,176-14.3% | $50,584-50.6% |